Safe AIM stocks 2 – bottom up AIM IHT planning
Today we’re going to approach the topic of AIM IHT planning from the bottom up, by looking at asset manager literature and newspaper articles.
Category: Costs & Taxes
Safe AIM Stocks 1 – Top Down
Today’s post is about Safe AIM stocks that we can use as part of a portfolio that will be exempt from Inheritance Tax. Do such things exist?
Tax Planning in Your 80s
Today’s post is about tax planning in your 80s. My mother-in-law is 83 years old. What can we do to help her to save tax?
Inheritance tax – the Grim Reaper
Today we’re going to take a look at inheritance tax, something that most ordinary people didn’t have to worry about until recently.
Trading Costs / Dealing Costs
Today’s post is the second part of our attempt to simplify broker costs. We look at some real world numbers, draw a few graphs and assess the impact of dealing costs.
Broker Costs Simplified
Today we’re going to revisit broker costs, something that I have been planning to do for a long time, but have been dreading.
Ten years of SIPPs – the verdict
In today’s post, we look back on ten years of the "A-Day" pension reforms that opened up SIPPs to the masses.
Asset allocation vs. Costs vs. Taxes
We look at a new study of asset allocation strategies, and wonder whether things are more complicated than people think.
Tax Avoidance
Today’s post is about Tax avoidance. In the news Tax avoidance scandals have been in the news a lot recently, but that isn’t why I decided to write about the…
Income and taxes
This is the third post in our series on basic personal finances, and looks and income and taxes. So far we’ve talked about life stages, and how to plan for the…
Disclosure of investment fund costs
Today we are going to take a look at a position paper issued by the Investment Association this week on the disclosure of investment fund costs. Costs are crucial in…
